Defined Wealth Management’s Oracle ORCL Stock Holding History

Defined Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$620K	Buy	4,212 +89	+2%	+$14.5K	0.36%	66
2025 Q4	$804K	Buy	4,123 +35	+0.9%	+$8.33K	0.46%	51
2025 Q3	$1.15M	Buy	4,088 +33	+0.8%	+$8.4K	0.67%	42
2025 Q2	$887K	Buy	4,055 +39	+1%	+$6.3K	0.55%	49
2025 Q1	$561K	Sell	4,016 -21	-0.5%	-$3.42K	0.38%	58
2024 Q4	$673K	Buy	4,037 +39	+1%	+$6.93K	0.45%	50
2024 Q3	$681K	Buy	3,998 +31	+0.8%	+$4.49K	0.44%	55
2024 Q2	$560K	Buy	3,967 +29	+0.7%	+$3.6K	0.39%	60
2024 Q1	$495K	Buy	3,938 +6	+0.2%	+$687	0.36%	67
2023 Q4	$415K	Buy	3,932 +10	+0.3%	+$1.09K	0.32%	78
2023 Q3	$415K	Buy	3,922 +47	+1%	+$5.44K	0.35%	68
2023 Q2	$461K	Sell	3,875 -48	-1%	-$4.96K	0.39%	66
2023 Q1	$365K	Hold	3,923	–	–	0.34%	74
2022 Q4	$321K	Hold	3,923	–	–	0.3%	81
2022 Q3	$240K	Hold	3,923	–	–	0.26%	80
2022 Q2	$274K	Hold	3,923	–	–	0.28%	77
2022 Q1	$325K	Hold	3,923	–	–	0.29%	78
2021 Q4	$342K	Hold	3,923	–	–	0.28%	74
2021 Q3	$342K	Hold	3,923	–	–	0.3%	69
2021 Q2	$305K	Hold	3,923	–	–	0.27%	78
2021 Q1	$275K	Hold	3,923	–	–	0.26%	78
2020 Q4	$254K	Buy	+3,923	New	+$234K	0.25%	76

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Defined Wealth Management's ORCL Position: Q1 2026 in Review

Defined Wealth Management increased its Oracle (ORCL) stake by 2.2% in Q1 2026, buying an estimated $14.5K and bringing the position to 4,212 shares worth $620K. The position accounts for 0.36% of the portfolio, ranked #66.

Defined Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.15M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Defined Wealth Management held 4,212 shares of Oracle worth $620K as of Q1 2026.
Defined Wealth Management bought 89 Oracle shares in Q1 2026, an estimated $14.5K.
Oracle made up 0.36% of Defined Wealth Management's portfolio in Q1 2026, its #66 holding.
Defined Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
Defined Wealth Management's Oracle position peaked at $1.15M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.